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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,330 | $167,522-4.3% | $151,639+5.7% | $134,532+19.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.23% | 7.81%-23.0pp | 3.34%-18.6pp | 418.27%-433.5pp |
| Employer contribution / active EE | $17,570 | $6,828+157.3% | $6,165+185.0% | $4,741+270.6% |
| Participant deferral / active EE | $17,570 | $8,986+95.5% | $8,363+110.1% | $6,401+174.5% |
| Admin fee / account holder | $4,815 | $13,780-65.1% | $11,613-58.5% | $11,429-57.9% |